As Amazon, Microsoft, Meta, Tesla, Apple and Google ramp up nearly $700 billion in AI-driven capital expenditures, Futurum CEO Daniel Newman argues that Nvidia could capture 40% to 50% of that spending, positioning it as the biggest immediate beneficiary of Big Tech's AI buildout ahead of its upcoming earnings report.
In a dramatic shift that has caught many Wall Street analysts off guard, the first two weeks of February 2026 have witnessed a historic "Great Rotation" within the equity markets. The Russell 2000 Index (IWM), which tracks domestic small-cap companies, has staged its most aggressive rally in decades, significantly outperforming
WASHINGTON D.C. — In a sweeping transformation of the federal government not seen in decades, the Office of Budget, Balance, and Bureaucratic Accountability (OBBBA) has initiated a massive "operational efficiency" review, marking the formal beginning of what Wall Street is calling the "Great Regulatory Purge." This aggressive restructuring, authorized under
The global financial landscape has been fundamentally altered this February 2026 as precious metals reach prices once deemed impossible by all but the most fringe analysts. As of February 11, 2026, Gold has solidified its position above the $5,100 per ounce mark, while Silver has surged past $112 per
February 11, 2026 — The global economy has entered a precarious state of divergence. As of this week, China continues to battle a relentless deflationary cycle, marked by the 41st consecutive month of falling producer prices. This "exported deflation" is flooding international markets with low-cost goods, yet for the American consumer,
As the United States grapples with a harsh winter season and an unprecedented surge in energy demand from the burgeoning artificial intelligence (AI) sector, a critical vulnerability has emerged in the nation’s core infrastructure. Recent reports indicate that severe natural gas pipeline restrictions are creating a "choke point" for
On this Wednesday, February 11, 2026, the global eyes of the energy transition are fixed squarely on Albemarle Corporation (NYSE: ALB). Following the release of its fourth-quarter 2025 earnings report this afternoon, the Charlotte-based specialty chemicals giant finds itself at a critical juncture. After weathering the brutal lithium "winter" of 2023 and 2024—a period characterized [...]
In a significant pivot that has sent ripples through the fixed-income and equity markets, Dallas Fed President Lorie Logan signaled on February 10, 2026, that the Federal Reserve may be at the end of its easing cycle. Speaking at the FIA-SIFMA Asset Management Derivatives Forum in Austin, Texas, Logan expressed
Date: February 11, 2026 Introduction Ford Motor Company (NYSE: F) finds itself at a critical crossroads today, following the release of its full-year 2025 earnings report. In a year defined by extreme volatility—ranging from massive supply chain disruptions to a fundamental pivot in its electric vehicle (EV) strategy—the Detroit giant has emerged with a narrative [...]
Tesla has lost its position as Europe’s top EV seller to Volkswagen. Here's what needs to change for TSLA stock to turn the narrative back in its favor in 2026.
